CWMAX
Price
$55.93
Change
+$0.35 (+0.63%)
Updated
Nov 30, 6:59 PM EST
VTSMX
Price
$110.10
Change
-$0.00 (-0.00%)
Updated
Nov 30, 6:59 PM EST
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CWMAX vs VTSMX ᐉ Comparison: Which is Better to Invest?

Header iconCWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMXBanner chart's image
American Funds Washington Mutual 529A
Price$55.93
Change+$0.35 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$110.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWMAX vs VTSMX Comparison Chart

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VS
CWMAX vs. VTSMX commentary
Dec 01, 2023

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWMAX is a Buy and VTSMX is a Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.27T vs. CWMAX (161B). CWMAX pays higher dividends than VTSMX: CWMAX (1.84) vs VTSMX (1.51). CWMAX was incepted earlier than VTSMX: CWMAX (22 years) vs VTSMX (32 years). CWMAX (0.62) is less costly to investors than VTSMX (0.14). CWMAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (3.00). CWMAX has a lower initial minimum investment than VTSMX: CWMAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.92 vs. CWMAX (3.61). VTSMX return over 5 years is better than : 60.50 vs. CWMAX (33.62).
CWMAXVTSMXCWMAX / VTSMX
Total Expense Ratio0.620.14443%
Annual Report Gross Expense Ratio0.620.14443%
Fund Existence22 years32 years-
Gain YTD9.13318.36250%
Front Load4%N/A-
Min. Initial Investment25030008%
Min. Initial Investment IRA250N/A-
Net Assets161B1.27T13%
Annual Yield % from dividends1.841.51122%
Returns for 1 year3.6110.9233%
Returns for 3 years19.1621.1990%
Returns for 5 years33.6260.5056%
Returns for 10 years70.31155.8645%
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